{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"OpenAI Cuts Sora, Arm Targets Agentic CPUs, and AI Commerce Goes Full Funnel","description":"Claire and Peter break down a clear trend across today’s AI headlines: companies are getting more disciplined about where they invest and what actually becomes a business. OpenAI shuts down Sora and steps back from a proposed Disney partnership, redirecting focus toward robotics, AGI research, and a unified consumer app—forcing teams built around generative video to rethink plans fast. Arm jumps deeper into the data-centre stack with an “AGI CPU” aimed at agentic workloads, while SK Hynix signals the ongoing HBM squeeze with plans to fund expanded AI memory capacity—tight supply and high prices look set to persist for years. Meta reinforces the talent war by tying senior pay to ambitious stock targets, and Anthropic reduces agent friction with Claude Code’s new auto mode, balancing autonomy with safety rails. Plus: Gap tests in-chat checkout in Google Gemini, and quick hits on drug discovery, photonic interconnects, AI governance, and preventive digital health.","author_name":"Six & Flow"}